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Monterey Private Wealth, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 70,772 JEPI shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 70,772 shares
    Change vs previous 13F +15,579 shares

    1.19% of the 13F portfolio, value $4,043,931.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 55,193 shares
    Change vs previous 13F +19,893 shares

    1.05% of the 13F portfolio, value $3,175,267.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 35,300 shares
    Change vs previous 13F +5,098 shares

    0.72% of the 13F portfolio, value $2,100,723.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 30,202 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,711,843.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).